Confidential CPA firm sale advisory
Legal and trust

Security & Confidentiality

CPA Buyer is designed around staged visibility, role permissions, explicit approvals, and transaction-specific information access.

Staged confidentiality

Public information, anonymous listings, approved-buyer information, seller-approved releases, serious-review materials, and diligence information remain separate levels.

Distinct decisions

Buyer approval, matching, ranking, request review, confidentiality agreement, seller permission, and document release are separate states.

Access management

Access may be limited by user, role, transaction, document, time, download permission, watermark, confidentiality level, or other control.

Activity records

Relevant actions may be logged, including access requests, approvals, releases, status changes, and administrative activity.

User responsibility

Users remain responsible for credential protection, device security, authorized use, and compliance with confidentiality restrictions.